Approving an Invoice

$images\btn_mini.gif$ Related Topics $images\btn_mini.gif$ Reference

$images\icn_note.gif$ If your System Administrator has activated the invoice approver timeout feature, you must indicate your approval of an invoice within the specified number of days. After the time has expired, the invoice will be passed to the next approver and “Timed-out” will be placed by your name in the Approvals area on the Invoices Summary page.

Also note the following:

§ If the System Administrator has activated the verify approver feature, an attempt will be made to match the logon ID of the current user to that of the approver. If there is no match, an error message will display.

§ The Received Date and the Approved Date text boxes are automatically populated with the system date, but can be changed.

To Approve Multiple Invoices:

1. Open the Invoices module.

$images\icn_note.gif$ If your company has implemented e-mail eInvoicing, click on the link that opens the general invoice approval screen from within the e-mail you received as notification. Login to eCounsel, then skip to Step 3.

2. On the Invoices List page, click on the Invoices Awaiting My Approval filter.

3. Select the checkbox(es) of the invoices to be approved.

$images\icn_note.gif$ The $images\icn_exclamation.gif$ icon next to an invoice indicates warnings are associated with the invoice.

4. Click the Approve button.

To Approve a Single Invoice:

1. If the invoice record appears on your home page in the Invoices Awaiting My Approval widget, click the entry link to open the record. If the invoice record is not on your list, open the Invoices module. Click on the record to open it.

$images\icn_note.gif$ If your company has implemented e-mail eInvoicing, click on the link that opens a specific invoice from within the e-mail you received as notification. Login to eCounsel.

2. If the Invoices Summary page doesn't open automatically, click the Summary tab.

3. Click the Approve button. If you have not been designated as an approver or the invoice is not in your queue to approve, you will not see the Approve button.